+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
RE: What I Am Buying Today. - MrFortune - 03-01-2022
Damn MA, AXP and COF down big. Down because of restricted transactions in Russia
I added some COF. The others I will wait
RE: What I Am Buying Today. - poneyboy - 03-01-2022
Added MED, PSX, VLO, AMT, HII and MA
Trimmed LMT and LHX
RE: What I Am Buying Today. - fenders53 - 03-01-2022
(03-01-2022, 03:41 PM)MrFortune Wrote: Damn MA, AXP and COF down big. Down because of restricted transactions in RussiaBanks too. Remember when we were supposed to load up on them last month?
I added some COF. The others I will wait
I am pretty sure I haven't bought a long share for a full two weeks now. I did have a few options execute during my CELL phone debacle. Option sells have went well overall, but everyone take a note. If I ever mention an AMD buy or sell...... immediately do the exact opposite for a quick 10% win. At least three times in a row and it goes bad literally within a few hours.
RE: What I Am Buying Today. - cemanuel - 03-01-2022
Two more hit LOs late in the day. TROW and KLAC.
RE: What I Am Buying Today. - poneyboy - 03-02-2022
Added to some of my big dividend payers that are near lows
MMM, CMI, SMG, HON, CAT and MRK
Trimmed more oil in the pre-market
Looking for value now
Nice to see LMT and NOC down after trimming those lol
RE: What I Am Buying Today. - fenders53 - 03-02-2022
(03-02-2022, 10:14 AM)poneyboy Wrote: Added to some of my big dividend payers that are near lowsIt's odd the market doesn't realize defense stocks make 90% of their money on contracts signed years ago that pay out for 3-20 years. They went meme stock mode as if Ukraine is going to improve their numbers this year. They always spike on trouble anyway.
MMM, CMI, SMG, HON, CAT and MRK
Trimmed more oil in the pre-market
Looking for value now
Nice to see LMT and NOC down after trimming those lol
Now oil I have no clue. They can make more money next week on a price spike. Probably not near a top but the market has been straight up so I don't blame you for trimming.
RE: What I Am Buying Today. - Mr1share - 03-02-2022
Added some WEC, SCHD, RSG and CAT
RE: What I Am Buying Today. - crimsonghost747 - 03-02-2022
(03-02-2022, 10:53 AM)fenders53 Wrote:(03-02-2022, 10:14 AM)poneyboy Wrote: Added to some of my big dividend payers that are near lowsIt's odd the market doesn't realize defense stocks make 90% of their money on contracts signed years ago that pay out for 3-20 years. They went meme stock mode as if Ukraine is going to improve their numbers this year. They always spike on trouble anyway.
MMM, CMI, SMG, HON, CAT and MRK
Trimmed more oil in the pre-market
Looking for value now
Nice to see LMT and NOC down after trimming those lol
Now oil I have no clue. They can make more money next week on a price spike. Probably not near a top but the market has been straight up so I don't blame you for trimming.
I do think the majority of the price increase in defense stocks is warranted. It may even be underestimated.
3 months ago everyone was still in the mode where defense spending was a waste of tax payer money.
Now I'd say that pretty much every western country has at the very least hinted at significant boosts to their defense budgets. Germany threw in a nice little +100% to previous year. (they have been severely underfunding for over a decade now) Several others have already announced that they will be increasing their defense budgets.
This is a very, very bullish situation long-term. Even if this war ends tomorrow, it has been enough to convince politicians that defense spending is necessary. Most EU countries have been very skeptical of spending money on defense in the past decade or two. I don't need a crystal ball to declare that this trend ended one week ago.
RE: What I Am Buying Today. - ken-do-nim - 03-02-2022
Yeah, wishing I'd held onto LHX now.
RE: What I Am Buying Today. - fenders53 - 03-02-2022
(03-02-2022, 12:21 PM)ken-do-nim Wrote: Yeah, wishing I'd held onto LHX now.I actually think they are fairly valued now. We'll have to see how long memories last if this mostly calms down soon. I am not saying it will or won't.
RE: What I Am Buying Today. - Mr1share - 03-02-2022
Added some RTX as well. Think this one hits $120
RE: What I Am Buying Today. - Mr1share - 03-02-2022
Who's buying SMG? Anyone?